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Method:CRM

Method:CRM

Overview

What is Method:CRM?

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

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Recent Reviews

TrustRadius Insights

Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling …
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TrustRadius Insights
TrustRadius Insights

Method:CRM is very customizable!

10 out of 10
May 19, 2021
We use Method:CRM for contact/lead management, work order management, opportunity management, and assigning task[s] to other individuals …
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Popular Features

View all 29 features
  • Customer data management / contact management (20)
    9.9
    99%
  • Integration with email client (e.g., Outlook or Gmail) (18)
    8.8
    88%
  • Opportunity management (18)
    8.6
    86%
  • Workflow management (18)
    8.3
    83%
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Pricing

View all pricing

Contact Management

$25

On Premise
per month per user

CRM Pro

$44

On Premise
per month per user

CRM Enterprise

$74

On Premise
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.method.me/crm…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.2
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

10
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.4
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.7
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.2
Avg 8.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

10
Avg 7.2

Platform

9.1
Avg 7.5
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Product Details

What is Method:CRM?

Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.

Integrations
Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.

Customization
Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.

Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Method:CRM helps users streamline sales process by managing estimates, invoices, and opportunities in one place.

Method:CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.

Method:CRM Videos

Method:CRM is designed for QuickBooks users to sync all customer information, estimates, and invoices to a CRM that helps business to provide customer service and streamline sales from leads to payment collections.
Method:CRM - the Estimates app Sales reps can create estimates without QuickBooks access, to maximize productivity and close sales faster.
Method:CRM - the Customer Portals 24/7 online self-service CRM portals provided
The Method:Sidebar for Gmail Gmail integration with Method:CRM allows teams to work directly in Gmail with lead and customer information right from the inbox.

Method:CRM Integrations

Method:CRM Competitors

Method:CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesUSA, Canada, United Kingdom, Australia, South Africa
Supported LanguagesEnglish

Frequently Asked Questions

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Method:CRM starts at $25.

Insightly, Zoho CRM, and Nutshell CRM are common alternatives for Method:CRM.

Reviewers rate Custom fields and Custom objects highest, with a score of 10.

The most common users of Method:CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(33)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling technicians and equipment, and generating work orders and invoices for the accounts receivable department. With Method CRM, customers can effectively manage onboarding tasks for new clients, keeping track of completed and pending activities. The software also excels at tracking recurring client activities across the company, ensuring world-class customer satisfaction.

One of the standout features of Method CRM is its ability to make customer information easily accessible and facilitate the creation of a large customer database through web-to-lead forms on the website. This not only streamlines the process of capturing leads but also improves overall efficiency. Additionally, users appreciate being able to assign tasks to others and track their completion, making it easier to stay updated on customer activities.

Method CRM's customizability and seamless QuickBooks sync make it an excellent choice for specific workflows, tracking capabilities, and field services regulation. Many businesses have successfully transitioned from outdated systems to more efficient, fast, and effective processes with the help of Method CRM. It provides both CRM and ERP functions, managing a database of customers while tracking lessons, invoices, and other essential information.

Attribute Ratings

Reviews

(1-22 of 22)
Companies can't remove reviews or game the system. Here's why
November 17, 2021

A simple and flexible development environment that allows companies to easily build essential apps

RS
Richard Shapiro
IT director
Wayland School of Music, LLC (Education Management, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Method includes a unique development environment that fills the gap between running a business on spreadsheets and full blown specialized object oriented programming. Small companies (under 500 employees) can use this environment to effectively create specialized applications. It can greatly increase the efficiency of clerical staff, salespeople, customer service representatives, and executives.
November 05, 2021

Method CRM - The new wave in the CRM Industry!

JD
Joey Diaz
Warranty Admin
Mac Daddy Sales & Service (Consumer Services, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I think Method is well suited to any business that needs to create a connection between their customers and their online accounting software. This system has many different customization options, we especially like the customer portal. In the customer portal the customer can see the different invoices and estimates we have one for them.
November 02, 2021

Method: CRM - The little powerhouse!

HS
Heather Sharbutt
Director of Product Marketing
Griffin Mobility (Hospital & Health Care, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The cost of this product for what you get is an incredible deal. Once you focus on what you really want your Method to be, it is a great tool to have for any company that is looking to keep track of potential sales. Our front office has been amazed at how easy it was to integrate into our daily routine - sometimes change is hard, but with a couple of meetings and putting our heads together for what it was that we specifically wanted, We are loving it.
OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.
October 08, 2021

Easy to use and enhanced productivity!

Katie Martine | TrustRadius Reviewer
Katie Martine
Marketing Manager
Pacific Test and Measurement (Business Supplies & Equipment, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Method is a solid database for all types of business uses. With the option to work alongside QuickBooks - Method is a must have tool. You can easily export information into workbooks for external use. We would like to see an option to add customizable promotional ad's for our customers but we currently use a third party service for that. It would make it easier if we were able to do that in the same spot where all of our contacts are currently housed.
July 02, 2021

Looking for a product to keep you organized? Go with Method:CRM

Verified User
Professional in Other
Music Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I would say that for any type of companies (small, medium or large) it is a great tool to keep your employees updated with everything that is happening on a daily basis. What I love the most is that you can use your dashboard and you can be quickly updated with the activities from the date. Honestly, I do not think of any other scenarios where it is less appropriate, probably just for personal use.
May 11, 2021

Recommended--syncs well with QuickBooks

Verified User
Partner in Other
Design Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Method:CRM syncs to QuickBooks and does a great job at that. The only thing I'd recommend is making the calendar and creation of leads/customers a bit easier so that it's not so time consuming. The calendar could use an "all day" feature where you wouldn't have to enter a time as well.
January 04, 2021

Awesome software for accounting professionals

Verified User
C-Level Executive in Corporate
Accounting Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Industries like accounting, business consultants, construction, realtors, and more. This platform serves a great purpose because of the QuickBooks integration, which is hard to get with a CRM. Also, QuickBooks payment integration, which is hard to find. In my industry this software is very functional and needed for our profession due to being integrated with QuickBooks.
December 04, 2020

Method:CRM works for us!

LH
Lauren Hamby
Marketing Communications Coordinator
Home Improvement Systems, Inc (Building Materials, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
April 27, 2018

Method : CRM Review

Denise D. BA Website Developer | TrustRadius Reviewer
Denise D. BA Website Developer
Mobile Website Developer | WordPress
Denise D. BA (Marketing and Advertising, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
This software is best suited for in house business communications. So if your company has different departments that are closely related use this software, it really gets the job done. It takes your business and profits to the next level.
April 17, 2017

Method:CRM -- What you really need to know

Verified User
Administrator in Marketing
Accounting Company, 1-10 employees
Score 5 out of 10
Vetted Review
ResellerIncentivized
Likelihood to Recommend
Suited very well for someone who needs a unique customer relationship management system. Or for someone in an industry that today's software developers are slow to accommodate. You have to have the time to be set aside to get the program up and running without any issues though. There is so much you can do, just get in there and find out if you can!
December 17, 2014

Method:CRM good for small business

Denice Castillo | TrustRadius Reviewer
Denice Castillo
Special Projects and VP of Operations
Mobile Med Inc. and Plastic Surgery Studios (Hospital & Health Care, 11-50 employees)
Score 5 out of 10
Vetted Review
Verified User
Likelihood to Recommend
This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
March 28, 2014

Method CRM - the best CRM for QuickBooks

Verified User
Consultant in Finance and Accounting
Accounting Company, 1-10 employees
Score 8 out of 10
Vetted Review
Reseller
Likelihood to Recommend
Method's subscription charges are quite low compared to some of the other CRM software, so if you are capable of doing customization yourself, this can be quite a bargain. There are some custom application packages already developed (for instance for field services or bookkeeping services) so if there is an app that fits your needs, that may be a great fit. Alternatively, you can tap one of the Method Solution Providers to discuss a unique customization for your business. Method CRM is also capable of linking to multiple QuickBooks files, making it ideal for franchises or other multi-entity businesses like property management or other related companies.
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